Nicole
Renaux

Pioneer Wealth Management Group

CRD#6751043
Investment Advisor
in Austin, TX

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About this Advisor

Nicole Renaux is a certified financial planner operating in Austin, Texas with a total of 4 years of relevant experience. Renaux currently works for Pioneer Wealth Management Group. Renaux has gained experience at Morgan Stanley, Black Star Co-Op, Morgan Stanley Private Bank, National Association and Pioneer Wealth Management Group. Renaux holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Pioneer Wealth Management Group is a registered investment firm headquartered in Austin, TX. It has offices in two locations and a total of eight financial advisors. It handles $161 million in assets under management between its 1,442 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,442 client accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial advice largely depend on which services are provided. Fee types billed by Pioneer Wealth Management Group likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

800 W 5Th St Unit 100-B
Austin, TX 78703

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Pioneer Wealth Management Group Brokerage Details

Total Assets Under Management

$160,812,162

TX Average: $3,042,739,679
Total Number of Employees

8

TX Average: 49
Total Number of Accounts

1,442

TX Average: 2,315
Average Account Size

$111,520

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Nicole Renaux Work History

Nicole has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Pioneer Wealth Management Group

2017 - 2019 (2 years)

Morgan Stanley

2017 - 2019 (2 years)

Morgan Stanley Private Bank, National Association

2011 - 2017 (6 years)

Black Star Co-Op

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nicole Renaux to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pioneer Wealth Management Group

Ian Tennant
Austin, TX
Anthony Guzman
Austin, TX
Shirley Sanchez
Austin, TX
Nicole Renaux
Austin, TX
April Busby
Austin, TX
Milad Taghehchian
Austin, TX
Daphne Jordan
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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